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Create the page "Project Details - General Details Tab" on this wiki! See also the search results found.

• Clubs, Clinics & Groups
  =Set-up= * '''List of current Clubs/Clinic/Groups''' (with summary details).
  45 KB (7,497 words) - 10:40, 11 May 2023
• KPI Report Designer
  ...sing the top option, a single project or multiple projects (select the 1st project and hold down the Ctrl button on the keyboard whilst selecting additional p *'''Project Subcategories''' - If you have [[Project Subcategories| subcategories]] for your projects they will be display in th
  42 KB (6,797 words) - 13:00, 2 October 2023
• Blue Folder Lookup
  ...next to the number is a blue folder, which will allow you to see the full details of the contacts counted towards that number. The webinar explains its key f {{#ev:youtube|S-xQsyqFPRQ790}}
  22 KB (3,725 words) - 15:23, 1 February 2024
• Support Worker Module (Administrator guide)
  The Roster Worker Module is one of the add-on modules available for a system. It acts rather like the Volunteering modu Details of day to day running of the Roster Worker module can be found in the [[Ros
  17 KB (2,889 words) - 17:14, 25 January 2022
• Reports (Administrator guide)
  ...these reports are dealt with together with the activity they relate to, so details of the Support Worker reports are in the [[Support_Worker_Module_(Administr ...as it contains the information you need, but suppose that you want to cross-reference this output with some other information. The "real world" thought
  26 KB (4,395 words) - 10:20, 5 February 2024
• IMCA Details
  ...etails link is available on the [[Organisations_and_People#Summary|Summary Tab]] of the persons record. Click on the link to access the IMCA Details. The page will be broken down into the following tabs
  6 KB (894 words) - 14:25, 7 November 2018
• Volunteers (Administrator guide)
  ...unteers. While the system is not an HR package, it does allow you to store details of your volunteers, record contacts with them (supervisions and so on) and ...ke this is likely to "turn people off" the system, and may impact your long-term use.
  11 KB (1,814 words) - 09:03, 5 February 2024
• Handyperson Referrals
  ...andyperson jobs. At the top of the page you will find the search criteria tab: ...riteria, see [[Handyperson Referrals#Detailed Search|Detailed Search]] for details.
  20 KB (3,385 words) - 14:58, 9 February 2024
• Customise Orgs & People
  ...'' - Customise where the widgets appear by dragging and dropping them to re-order. Or, drag and drop the widget to not appear at all. ** '''On recording a contact for a new client based on the project.'''
  29 KB (4,811 words) - 14:21, 6 October 2023
• Organisations and People
  * '''Fields''' - Each tab can be configured to display required fields. ...f the changes listed above please see [[Customise Orgs & People]] for full details and restrictions.
  42 KB (6,961 words) - 17:39, 25 January 2022
• Volunteer Job Card Assignments
  * TIP: You can use the 'Details' field to search the "Notes/General Description" section of the Staff or Volunteer records for useful matches. ...'' - shows the [[Usual Volunteer]] if there is one set for this client and Project.
  6 KB (1,102 words) - 13:58, 6 February 2024
• Using the system to manage basic fundraising
  Donations and Legacies can be managed on the system using a project and extension database or with just an extension database. This section wi ==Using a project to manage Donations and Legacies==
  7 KB (1,076 words) - 13:24, 3 December 2018
• Assessments (Administrator guide)
  Assessments are an add-on module for the system. Assessments are linked to referrals, just as Ladde * With a tick-box based questionnaire, you can attach a score to each of the possible answ
  11 KB (1,835 words) - 18:16, 4 February 2024
• Action List
  ...the information that is required. The Action List can also have saved pre-sets to help manage other users and teams. ...ral_User_Details|General User Details tab in My User Options]] for further details.
  7 KB (1,183 words) - 14:01, 4 July 2023
• Security and Best Practice
  ...ndard with a wide range of additional options. On this page you will find details of features and guides to make you system even more secure. In this section you will find features related to the general access of the system.
  7 KB (1,135 words) - 14:55, 30 June 2021
• Operational Rules
  Operational Rules is a section containing system-wide settings - i.e. they apply to the whole system, independent of projects The Org/Person Record Rules tab gives control of how records (Details screens) behave on your system.
  16 KB (2,725 words) - 12:05, 15 January 2024
• Group Access Rights
  Once you have selected the options required click on the 'Save Details' button to submit the changes. ==Group Options Tab==
  29 KB (4,652 words) - 10:50, 21 February 2023
• Staff
  Staff records are used to record details about your employed staff, as well link to the user account if they use the * '''General Details''' - General Contact information.
  4 KB (598 words) - 12:18, 25 November 2021
• Setting Up A Work Queue
  * The action could be done by various part-time staff depending on who is in the office first, so the user sending the .... However, they both work part time. The receptionist at the YTF Community Project takes incoming calls, so when people want to access telephone counselling,
  6 KB (1,024 words) - 15:27, 8 February 2024
• Extension Database Setup
  ...The name of the Extension Database is underlined ''' - This is the general details of where the extension data base will appear and which security groups can ...rganisations and People''' - This will be able to be displayed on a record tab or at the footer of the record.
  32 KB (5,511 words) - 15:01, 30 May 2023

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